Novak & Powell Financial Services Inc's portfolio and holdings

Novak & Powell Financial Services Inc's portfolio and holdings

As per corporate shareholdings filed for Feb-2025, people matching Novak & Powell Financial Services Inc publicly holds 75 stocks with a net worth of over US$ 54.6 M.

These are shares held by Novak & Powell Financial Services Inc as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
Mar-2025
Jan-2025
Dec-2024
Nov-2024
Oct-2024
Sep-2024
Aug-2024
Jul-2024
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May-2024
Apr-2024
Mar-2024
Feb-2024
Jan-2024
Dec-2023
Nov-2023
Oct-2023
Sep-2023
Aug-2023
Jul-2023
Jun-2023
May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Flagstar Financial Inc. Novak & Powell Financial Services Inc 11.51 56,680 0.00% 0.00 652.4 K
Apple Inc Novak & Powell Financial Services Inc 224.02 39,582 0.00% 0.00 8.9 M
Automatic Data Processing Inc. Novak & Powell Financial Services Inc 305.43 1,459 0.00% 0.00 445.6 K
abrdn Global Dynamic Dividend Fund Novak & Powell Financial Services Inc 9.97 12,068 0.05% 0.00 120.3 K
Applied Materials Inc. Novak & Powell Financial Services Inc 145.87 1,553 0.00% 0.00 226.5 K
AMGEN Inc. Novak & Powell Financial Services Inc 304.90 2,809 0.00% 0.00 856.5 K
Amazon.com Inc. Novak & Powell Financial Services Inc 192.38 4,714 0.00% 0.00 906.9 K
Boeing Co. Novak & Powell Financial Services Inc 167.93 6,763 0.00% 0.00 1.1 M
Bank Of America Corp. Novak & Powell Financial Services Inc 41.62 8,266 0.00% 0.00 344.0 K
Ball Corp. Novak & Powell Financial Services Inc 51.77 4,200 0.00% 0.00 217.4 K
Brookfield Infrastructure Partners L.P - Unit Novak & Powell Financial Services Inc 29.91 20,250 0.00% 0.00 605.7 K
Broadridge Financial Solutions, Inc. Novak & Powell Financial Services Inc 244.12 1,152 0.00% 0.00 281.2 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Novak & Powell Financial Services Inc 802883.18 1 0.00% 0.00 802.9 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Novak & Powell Financial Services Inc 534.77 8,028 0.00% 0.00 4.3 M
MFS High Yield Municipal Trust Novak & Powell Financial Services Inc 3.51 28,737 0.11% 0.00 100.9 K
Costco Wholesale Corp Novak & Powell Financial Services Inc 964.01 366 0.00% 0.00 352.8 K
Cisco Systems, Inc. Novak & Powell Financial Services Inc 61.72 4,296 0.00% 0.00 265.1 K
Cintas Corporation Novak & Powell Financial Services Inc 207.45 2,787 0.00% 0.00 578.2 K
Chevron Corp. Novak & Powell Financial Services Inc 167.22 2,549 0.00% 0.00 426.2 K
MFS High Income Municipal Trust Novak & Powell Financial Services Inc 3.70 35,558 0.11% 0.00 131.6 K
Dominion Energy Inc Novak & Powell Financial Services Inc 56.18 4,220 0.00% 0.00 237.1 K
Deere & Co. Novak & Powell Financial Services Inc 473.41 517 0.00% 0.00 244.8 K
Danaher Corp. Novak & Powell Financial Services Inc 201.78 1,674 0.00% 0.00 337.8 K
Walt Disney Co (The) Novak & Powell Financial Services Inc 97.81 5,770 0.00% 0.00 564.4 K
DNP Select Income Fund Inc. Novak & Powell Financial Services Inc 9.80 54,982 0.02% 0.00 538.8 K
BNY Mellon Strategic Municipal Bond Fund Inc Novak & Powell Financial Services Inc 5.85 17,231 0.03% 0.00 100.8 K
Duke Energy Corp. Novak & Powell Financial Services Inc 120.71 4,574 0.00% 0.00 552.1 K
Electronic Arts, Inc. Novak & Powell Financial Services Inc 144.93 2,048 0.00% 0.00 296.8 K
Ecolab, Inc. Novak & Powell Financial Services Inc 252.72 3,184 0.00% 0.00 804.7 K
Equifax, Inc. Novak & Powell Financial Services Inc 243.78 3,927 0.00% 0.00 957.3 K
Enterprise Products Partners L P - Unit Novak & Powell Financial Services Inc 34.16 39,165 0.00% 0.00 1.3 M
Evergy Inc Novak & Powell Financial Services Inc 69.20 7,424 0.00% 0.00 513.7 K
Fidelity National Financial Inc Novak & Powell Financial Services Inc 66.18 4,174 0.00% 0.00 276.2 K
General Electric Co. Novak & Powell Financial Services Inc 201.85 1,328 0.00% 0.00 268.1 K
Goldman Sachs Group, Inc. Novak & Powell Financial Services Inc 559.64 377 0.00% 0.00 211.0 K
Home Depot, Inc. Novak & Powell Financial Services Inc 367.14 612 0.00% 0.00 224.7 K
Honeywell International Inc Novak & Powell Financial Services Inc 214.88 1,289 0.00% 0.00 277.0 K
Ingredion Inc Novak & Powell Financial Services Inc 135.21 1,693 0.00% 0.00 228.9 K
Johnson & Johnson Novak & Powell Financial Services Inc 154.74 7,949 0.00% 0.00 1.2 M
JPMorgan Chase & Co. Novak & Powell Financial Services Inc 246.16 5,856 0.00% 0.00 1.4 M
Coca-Cola Co Novak & Powell Financial Services Inc 72.00 3,472 0.00% 0.00 250.0 K
Kroger Co. Novak & Powell Financial Services Inc 68.06 4,833 0.00% 0.00 328.9 K
BNY Mellon Strategic Municipals Inc Novak & Powell Financial Services Inc 6.16 25,608 0.04% 0.00 157.7 K
Lowe`s Cos., Inc. Novak & Powell Financial Services Inc 233.59 948 0.00% 0.00 221.4 K
Marriott International, Inc. - Ordinary Shares - Class A Novak & Powell Financial Services Inc 238.99 1,319 0.00% 0.00 315.2 K
McDonald`s Corp Novak & Powell Financial Services Inc 313.66 1,872 0.00% 0.00 587.2 K
3M Co. Novak & Powell Financial Services Inc 147.50 4,715 0.00% 0.00 695.5 K
Altria Group Inc. Novak & Powell Financial Services Inc 57.75 5,091 0.00% 0.00 294.0 K
Merck & Co Inc Novak & Powell Financial Services Inc 86.24 4,474 0.00% 0.00 385.8 K
Microsoft Corporation Novak & Powell Financial Services Inc 381.46 11,712 0.00% 0.00 4.5 M
Microstrategy Inc. - Ordinary Shares - Class A Novak & Powell Financial Services Inc 305.56 904 0.00% 0.00 276.2 K
M & T Bank Corp Novak & Powell Financial Services Inc 177.28 1,650 0.00% 0.00 292.5 K
NextEra Energy Inc Novak & Powell Financial Services Inc 70.58 5,670 0.00% 0.00 400.2 K
Netflix Inc. Novak & Powell Financial Services Inc 939.16 142 0.00% 0.00 133.4 K
NVIDIA Corp Novak & Powell Financial Services Inc 109.04 22,914 0.00% 0.00 2.5 M
Healthpeak Properties Inc. Novak & Powell Financial Services Inc 17.74 11,080 0.00% 0.00 196.6 K
Pfizer Inc. Novak & Powell Financial Services Inc 24.65 12,917 0.00% 0.00 318.4 K
Procter & Gamble Co. Novak & Powell Financial Services Inc 169.58 8,850 0.00% 0.00 1.5 M
Philip Morris International Inc Novak & Powell Financial Services Inc 156.64 4,057 0.00% 0.00 635.5 K
PNC Financial Services Group Inc Novak & Powell Financial Services Inc 175.32 3,364 0.00% 0.00 589.8 K
Qualcomm, Inc. Novak & Powell Financial Services Inc 153.07 5,622 0.00% 0.00 860.6 K
Raymond James Financial, Inc. Novak & Powell Financial Services Inc 139.42 3,073 0.00% 0.00 428.4 K
SBA Communications Corp - Ordinary Shares - Class A Novak & Powell Financial Services Inc 218.73 4,239 0.00% 0.00 927.2 K
Southern Copper Corporation Novak & Powell Financial Services Inc 93.69 4,394 0.00% 0.00 411.7 K
SFL Corporation Ltd Novak & Powell Financial Services Inc 8.16 41,281 0.03% 0.00 336.9 K
Southern Company Novak & Powell Financial Services Inc 91.02 6,198 0.00% 0.00 564.1 K
S&P Global Inc Novak & Powell Financial Services Inc 509.94 466 0.00% 0.00 237.6 K
S & T Bancorp, Inc. Novak & Powell Financial Services Inc 37.01 13,819 0.04% 0.00 511.4 K
AT&T, Inc. Novak & Powell Financial Services Inc 28.50 11,038 0.00% 0.00 314.6 K
Tesla Inc Novak & Powell Financial Services Inc 261.76 1,918 0.00% 0.00 502.1 K
Texas Instruments Inc. Novak & Powell Financial Services Inc 177.46 2,108 0.00% 0.00 374.1 K
Unitedhealth Group Inc Novak & Powell Financial Services Inc 519.39 1,301 0.00% 0.00 675.7 K
Verizon Communications Inc Novak & Powell Financial Services Inc 45.16 7,601 0.00% 0.00 343.3 K
Walmart Inc Novak & Powell Financial Services Inc 89.49 5,854 0.00% 0.00 523.9 K
Exxon Mobil Corp. Novak & Powell Financial Services Inc 118.42 6,579 0.00% 0.00 779.1 K
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